Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Return 16.23%
 

Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.

This Quarter Return
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GCI icon
4976
Gannett
GCI
$630M
$9.97K ﹤0.01%
4,913
-3,837
-44% -$7.79K
DCTH icon
4977
Delcath Systems
DCTH
$404M
$9.94K ﹤0.01%
2,762
+2
+0.1% +$7
BATT icon
4978
Amplify Lithium & Battery Technology ETF
BATT
$74.5M
$9.91K ﹤0.01%
846
-257
-23% -$3.01K
HROW icon
4979
Harrow
HROW
$1.64B
$9.9K ﹤0.01%
671
+504
+302% +$7.44K
BCIM icon
4980
abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
BCIM
$21.1M
$9.9K ﹤0.01%
+400
New +$9.9K
KPLT icon
4981
Katapult Holdings
KPLT
$89.4M
$9.88K ﹤0.01%
413
-99
-19% -$2.37K
NEXT icon
4982
NextDecade
NEXT
$1.72B
$9.88K ﹤0.01%
2,000
-1,585
-44% -$7.83K
OMER icon
4983
Omeros
OMER
$284M
$9.78K ﹤0.01%
4,327
-3,690
-46% -$8.34K
BHM icon
4984
Bluerock Homes Trust
BHM
$46.7M
$9.76K ﹤0.01%
+458
New +$9.76K
RUSHB icon
4985
Rush Enterprises Class B
RUSHB
$4.6B
$9.73K ﹤0.01%
260
-34
-12% -$1.27K
CHIH
4986
DELISTED
Global X MSCI China Health Care ETF
CHIH
$9.72K ﹤0.01%
588
FSEA icon
4987
First Seacoast Bancorp
FSEA
$53.8M
$9.71K ﹤0.01%
850
+837
+6,438% +$9.56K
SEMR icon
4988
Semrush
SEMR
$1.09B
$9.7K ﹤0.01%
1,192
+128
+12% +$1.04K
NE icon
4989
Noble Corp
NE
$4.49B
$9.69K ﹤0.01%
257
-156
-38% -$5.88K
ABOS icon
4990
Acumen Pharmaceuticals
ABOS
$76.3M
$9.68K ﹤0.01%
1,793
-297
-14% -$1.6K
CZNC icon
4991
Citizens & Northern Corp
CZNC
$311M
$9.67K ﹤0.01%
423
-42
-9% -$960
POL
4992
DELISTED
Polished.com Inc.
POL
$9.64K ﹤0.01%
334
-89
-21% -$2.57K
NXN icon
4993
Nuveen New York Tax-Free Income Portfolio
NXN
$47.2M
$9.63K ﹤0.01%
831
+497
+149% +$5.76K
PFX icon
4994
PhenixFIN
PFX
$9.6K ﹤0.01%
309
BLCN icon
4995
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$52.5M
$9.58K ﹤0.01%
472
+1
+0.2% +$20
KG
4996
Kestrel Group
KG
$225M
$9.56K ﹤0.01%
227
+161
+244% +$6.78K
IDYA icon
4997
IDEAYA Biosciences
IDYA
$2.26B
$9.39K ﹤0.01%
517
-1,080
-68% -$19.6K
ACTV icon
4998
LeaderShares Activist Leaders ETF
ACTV
$11M
$9.35K ﹤0.01%
319
RMR icon
4999
The RMR Group
RMR
$280M
$9.35K ﹤0.01%
331
-174
-34% -$4.92K
DSWL icon
5000
Deswell Industries
DSWL
$65M
$9.34K ﹤0.01%
3,000